This is flagged as a breach in most jurisdictions, and reconciliation must be corrected immediately. Steps to resolve: Check for unpresented cheques or EFTs. Confirm deposits were entered correctly with…
Complete reference for all trust-related settings found under Settings > Firm Settings. Covers clearance timing, email approval controls, password enforcement, transaction locking, payee/contact linking, overdraw protection, and post-crossover tightening guidance.
Controlled money and investment money are both trust money invested on behalf of the client — the difference is who initiates the direction. Law App handles both identically. This guide…
When a client pays trust money into your general account — a credit card payment being the most common cause — there are two ways to correct it in Law…
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